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CreativeOne Wealth’s Affirm AFRM Stock Holding History

CreativeOne Wealth’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,768
Closed -$280K – 1173
2025
Q4 		$280K Sell
3,768
-2,588
-41% -$186K 0.01% 984
2025
Q3 		$464K Buy
+6,356
New +$484K 0.01% 795
2024
Q2 		– Sell
-14,355
Closed -$535K – 765
2024
Q1 		$535K Buy
+14,355
New +$573K 0.02% 555

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CreativeOne Wealth's AFRM Position: Q1 2026 in Review

CreativeOne Wealth sold out of Affirm (AFRM) in Q1 2026, closing a stake of 3,768 shares — an estimated $280K sold.

CreativeOne Wealth first reported a position in AFRM in Q1 2024 and held it in 3 quarters. The position peaked at $535K in Q1 2024. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • CreativeOne Wealth reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 3,768 Affirm shares in Q1 2026, an estimated $280K.
  • CreativeOne Wealth first reported a position in Affirm in Q1 2024 and held it in 3 quarters.
  • CreativeOne Wealth's Affirm position peaked at $535K in Q1 2024.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.